About Our Team
A TEAM THAT UNDERSTANDS YOU
At PK Financial Group, we take the time to listen and understand your unique needs, goals, and values. Our approach is centered around you, ensuring we craft strategies that align with your life’s priorities. With a team that truly cares, you can trust that your financial journey will be guided with insight, empathy, and expertise.
Pete Kaplan
President
Pete Kaplan is the President of PK Financial Group Inc. He gained valuable experience by holding positions at Morgan Stanley Dean Witter as an Investment Advisor Representative, and at Prudential Securities where he concentrated on business groups and high net worth clients. He trained at the World Trade Center Headquarters, specializing in 401(k) and individual wealth management. Kaplan is one of the first 75 professionals in the U.S. to earn a 401(k) certification at The Retirement Advisor University at UCLA’s Anderson School of Management. He was also part of the Retirement Plan Advisory Committee, representing over 11,000 advisors nationally. Kaplan graduated from Kent State University with a BA in Business Administration and a core in Finance. Pete is married with three children and a Goldendoodle named Sophie. Pete enjoys spending time with his family, golfing, and is an avid Cleveland sports fan.
CREDENTIALS AND LICENSES INCLUDE:
Series 7 Licensed
Series 65 Licensed
Investment Advisory Licensed
Life, Health, Variable Annuities Licensed
Property, Casualty and Liability Insurance Licensed
C(k)P-certified 401(k) advisor
Affiliated with Osaic Wealth
Certified Planning Fiduciary Advisor
Brian Petros
Brian Petros
CEO
Brian Petros is the CEO and co-founder of PK Financial Group Inc. he is a nationally recognized expert on employer sponsored retirement plans. Before co-founding PK Financial Group with Pete Kaplan in 2005, Petros served at Merrill Lynch as Vice President of Investments, where he specialized in the 401(k)/ pension market. He trained at Merrill Lynch Headquarters in Princeton, New Jersey, in their intensive two-year financial services educational program, finishing in the top 5% of his national class. In 2003, he became an Independent Financial Advisor for Osaic Wealth Inc, and that affiliation continues today. Petros graduated from Ohio University with a BA in Business Administration and a core in Finance and is designated as an Accredited Investment Fiduciary. Brian is married with two children.
CREDENTIALS AND LICENSES INCLUDE:
Series 7 Licensed
Series 24 Licensed
Series 65 Licensed
Investment Advisory Licensed
Life, Health, Variable Annuities Licensed
Accredited Investment Fiduciary
Affiliated with Osaic Wealth, Inc.
Certified Plan Fiduciary Advisor
Andrew Petros
Registered Associate
Drew has always had a deep passion for the financial industry and a genuine interest in helping others work toward their financial goals. One of the main reasons he chose this career path is his desire to build meaningful, long-lasting relationships with each of his future clients. For Drew, it’s not just about offering financial guidance — it’s about being someone his clients know they can count on.
As a registered representative, Drew’s mission is to equip individuals with the knowledge and tools they need to make informed decisions about their financial future. His approach is highly personalized, grounded in attention to detail, and fueled by a strong passion for helping people. He is dedicated to going above and beyond to ensure his clients feel supported, comfortable, and confident in the decisions they make.
What truly sets Drew apart is his commitment to building trust and delivering exceptional service. He aims to become a reliable resource for his clients — someone who will be there throughout every stage of their financial journey.
Above all, Drew believes in the power of financial education and transparency. By helping individuals understand their options and feel empowered in their choices, he hopes to make a meaningful and lasting impact in their lives. He’s excited to be on this path and looks forward to helping others achieve peace of mind and financial clarity.
CREDENTIALS AND LICENSES INCLUDE:
Series 7 Licensed
Series 66 Licensed
Life, Health, Variable Annuities Licensed
Julie Paluscsak
Client Relationship Manager
Julie Paluscsak supports the mission of PK Financial Group by sharing her knowledge and providing exceptional service to help clients pursue their best financial life. While she does not provide investment advice or make recommendations, Julie plays a key role in ensuring that clients have a smooth and positive experience throughout their journey with PK Financial.
Julie thrives on building long-term relationships and takes pride in being a helpful, dependable presence for clients — whether that means expediting paperwork, answering questions, or simply making sure they feel welcome and cared for while visiting the office. Her top priority is building trust, which she does by actively listening and working closely with the advisory team to help support clients’ goals.
After earning her Bachelor's degree in Molecular Biology from Kent State University, Julie made the decision to enter the financial services industry — a choice she’s incredibly grateful for. Her dedication to client service has earned her several awards in recognition of her commitment and care.
Outside of work, Julie enjoys spending time with her family, running, and being outdoors. She has two adventurous German Shepherds who love playing ball and going for long walks, and a five-year-old son who loves swimming and spending time outside.
Sydney Trecarichi
Client Relationships Manager
Sydney Trecarichi joined the PK Financial Group in January 2025. As a Client Relationship Manager at PK Financial, she is passionate about helping clients navigate their financial journeys. With a strong foundation in relationship building and a commitment to providing exceptional service, she works closely with clients to understand their needs and ensure they receive the support and guidance they deserve. Sydney values quality time with her family, friends, and her dog, Hank. She is passionate about traveling and exploring new destinations, embracing the opportunity to discover new experiences.